Asset Allocation

As of November 30, 2025.
Type % Net
Cash 7.50%
Stock 73.89%
Bond 18.62%
Convertible 0.00%
Preferred 0.04%
Other -0.05%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 75.81%
Mid 17.80%
Small 6.39%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 95.48%    % Emerging Markets: 4.42%    % Unidentified Markets: 0.10%

Americas 74.28%
73.43%
Canada 17.66%
United States 55.77%
0.85%
Brazil 0.37%
Chile 0.01%
Colombia 0.00%
Mexico 0.23%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.91%
United Kingdom 1.75%
10.23%
Austria 0.02%
Belgium 0.17%
Denmark 0.55%
Finland 0.28%
France 2.10%
Germany 0.91%
Greece 0.01%
Ireland 0.91%
Italy 0.61%
Netherlands 1.29%
Norway 0.68%
Spain 0.50%
Sweden 0.55%
Switzerland 1.59%
0.33%
Czech Republic 0.00%
Poland 0.26%
Turkey 0.06%
0.61%
Egypt 0.00%
Israel 0.05%
Qatar 0.02%
Saudi Arabia 0.13%
South Africa 0.21%
United Arab Emirates 0.18%
Greater Asia 12.70%
Japan 4.88%
0.85%
Australia 0.85%
3.93%
Hong Kong 0.68%
Singapore 0.23%
South Korea 0.73%
Taiwan 2.29%
3.05%
China 1.33%
India 1.62%
Indonesia 0.03%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.03%
Unidentified Region 0.10%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
29.89%
Materials
3.49%
Consumer Discretionary
8.59%
Financials
16.60%
Real Estate
1.21%
Sensitive
42.49%
Communication Services
7.96%
Energy
0.10%
Industrials
7.19%
Information Technology
27.24%
Defensive
10.34%
Consumer Staples
2.16%
Health Care
7.56%
Utilities
0.62%
Not Classified
17.28%
Non Classified Equity
0.02%
Not Classified - Non Equity
17.26%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 39.29%
Corporate 26.18%
Securitized 0.00%
Municipal 28.16%
Other 6.37%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
View Bond Maturity Exposure
Start Trial